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What's the Deal with M&A?

Whitepaper

Consolidation? Scale? Succession? What are today’s RIA firms looking for when it comes to making a deal? Get an insider’s perspective on the state of play in the acquisition marketplace for RIAs and find out why after nearly a decade of continuous uptick in deals, the pace of transactions has recently slowed. Is this a market-driven trend or a new normal?

Industry expert Dan Seivert leads a discussion to get to the bottom of what’s happening on the M&A landscape.

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Footnotes

The Information contained herein is provided solely for informational purposes for investment professional use, and does not constitute an offer to sell, or the solicitation of an offer to buy any security or investment product. Such an offer or solicitation may only be made to certain qualified investors through the relevant offering documents of such product. None of Capital Integration Systems, LLC, CAIS Capital LLC or any of their respective employees, members, principals, agents or affiliates (or any affiliate of any of the foregoing persons) (collectively, “CAIS”) is a fiduciary or Advisory with respect to any financial services or products. CAIS does not provide any investment planning, legal, regulatory, tax, compliance or other advice and neither the Information, nor any prior or subsequent communications from or with CAIS or its representatives, should be construed as any such advice. The information contained herein should not be relied upon as the basis for an investment decision, or for any purpose whatsoever. The information is subject to change, may be revised without notice and does not purport to be a complete description of any product or service. This presentation solely reflects the views of the speakers.